About Us

The team at Covertree are here to create a fresh approach to financial advice and purchasing protection, mortgages and lending. Our friendly team of Advisers have over 30 years’ experience in the industry.

We understand the importance of providing expert advice and we’re passionate about empowering clients with the tools needed to make the right choice when it comes to financial decisions such as mortgages or protecting the most important thing – themselves and their family’s financial security.

We are committed to demystifying the world of financial planning, whilst delivering the best customer experience in an ever-changing market. We give confidence to our clients that should the worst happen, they have peace of mind that the right plan is in place.

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Our Promise - We Put Our Customers First

Our commitments to ensure Fair Treatment of Customers is to…

We will always deliver what we say we will

We will always offer impartial advice

We will always find the right solution at an affordable price

We will always have the customer at the centre of decisions

We will always do the right thing

How we work

1

We get to know you and your circumstances

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2

We do the research to find the right product for you

Box Icon We do the research to find the right product for you
3

We recommend a solution that is perfect for you

Box Icon We recommend a solution that is perfect for you
4

We walk you through the application

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5

That’s it - You’re Done!

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Get In Touch

Got a question? Don’t hesitate to give us a call on 01483 930390 or send us a message…

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